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MUERX vs VFIAX
MUERX vs VFIAX Comparison
Open Charts MUERX vs VFIAX
MFS Blended Research Core Equity R1
Price$33.60
Change-$0.59 (-1.73%)
VolumeN/A
Net Assets1.5B
Vanguard 500 Index Admiral
Price$555.86
Change-$9.63 (-1.70%)
VolumeN/A
Net Assets1.41T
MUERX vs VFIAX Comparison Chart
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MUERX vs. VFIAX commentary
Feb 23, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is MUERX is a StrongBuy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. MUERX (1.51B). VFIAX pays higher dividends than MUERX: VFIAX (1.32) vs MUERX (0.00). MUERX was incepted earlier than VFIAX: MUERX (16 years) vs VFIAX (24 years). MUERX is a more actively managed with annual turnover of: 48.00 vs. VFIAX (2.00). MUERX has a lower initial minimum investment than VFIAX: MUERX (0) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 20.33 vs. MUERX (6.46). VFIAX return over 5 years is better than : 83.30 vs. MUERX (22.87).
| MUERX | VFIAX | MUERX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 2.314 | 4.188 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.51B | 1.41T | 0% |
| Annual Yield % from dividends | 0.00 | 1.32 | - |
| Returns for 1 year | 6.46 | 20.33 | 32% |
| Returns for 3 years | 19.32 | 42.20 | 46% |
| Returns for 5 years | 22.87 | 83.30 | 27% |
| Returns for 10 years | 53.27 | 189.29 | 28% |